Purchases and Sales Made in Q4 2024 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.2K- 70.18% |
$680K - $728K
|
509
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.22K- 0.77% |
$694K - $743K
|
157K
$95.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.23K- 4.41% |
$698K - $747K
|
26.7K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.23K- 2.15% |
$698K - $748K
|
55.9K
$33.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.24K- 3.47% |
$703K - $752K
|
34.4K
$20.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.25K- 10.55% |
$711K - $762K
|
10.6K
$6.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.25K- 10.02% |
$712K - $762K
|
11.3K
$6.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.26K- 17.68% |
$715K - $765K
|
5.86K
$3.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.26K- 0.77% |
$717K - $767K
|
163K
$98.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.27K- 3.71% |
$723K - $774K
|
33K
$20M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.3K- 1.51% |
$736K - $788K
|
84.8K
$51.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.31K- 15.7% |
$743K - $795K
|
7.02K
$4.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.31K- 2.11% |
$745K - $797K
|
60.9K
$37M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.32K- 17.37% |
$747K - $799K
|
6.26K
$3.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.32K- 5.94% |
$747K - $800K
|
20.8K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.33K- 15.87% |
$755K - $808K
|
7.05K
$4.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.34K- 0.84% |
$762K - $816K
|
159K
$96.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.35K- 6.75% |
$768K - $822K
|
18.7K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.36K- 1.12% |
$773K - $827K
|
120K
$72.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.37K- 6.22% |
$776K - $831K
|
20.6K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.38K- 0.5% |
$782K - $837K
|
272K
$165M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.39K- 3.5% |
$789K - $844K
|
38.3K
$23.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.44K- 3.15% |
$815K - $873K
|
44.2K
$26.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.46K- 1.88% |
$828K - $886K
|
75.9K
$46M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.48K- 56.99% |
$838K - $897K
|
1.11K
$675K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.48K- 11.56% |
$839K - $898K
|
11.3K
$6.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.52K- 2.67% |
$865K - $926K
|
55.5K
$33.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.54K- 5.53% |
$872K - $933K
|
26.2K
$15.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.54K- 0.75% |
$875K - $937K
|
204K
$124M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.55K- 2.38% |
$879K - $941K
|
63.5K
$38.5M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.6K- 7.06% |
$906K - $969K
|
21K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.61K- 41.66% |
$916K - $981K
|
2.26K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.64K- 0.94% |
$928K - $994K
|
173K
$105M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.64K- 7.54% |
$931K - $996K
|
20.1K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.69K- 5.27% |
$961K - $1.03M
|
30.4K
$18.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.7K- 3.6% |
$966K - $1.03M
|
45.6K
$27.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-1.7K- 1.92% |
$967K - $1.04M
|
87.1K
$52.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.77K- 3.33% |
$1M - $1.07M
|
51.3K
$31.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.8K- 0.93% |
$1.02M - $1.09M
|
191K
$116M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.83K- 2.62% |
$1.04M - $1.11M
|
68K
$41.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-1.84K- 59.23% |
$1.05M - $1.12M
|
1.27K
$769K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.87K- 7.8% |
$1.06M - $1.14M
|
22.1K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.88K- 2.37% |
$1.07M - $1.14M
|
77.5K
$47M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 1.46% |
$1.09M - $1.17M
|
130K
$78.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.93K- 8.71% |
$1.1M - $1.18M
|
20.3K
$12.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.97K- 33.19% |
$1.12M - $1.2M
|
3.96K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2K- 2.68% |
$1.14M - $1.22M
|
72.7K
$44.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2.01K- 9.88% |
$1.14M - $1.22M
|
18.3K
$11.1M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.01K- 2.27% |
$1.14M - $1.22M
|
86.5K
$52.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.02K- 1.48% |
$1.15M - $1.23M
|
134K
$81.4M
|